Income Equity Fund PM Holdings History
Income Equity Fund's Philip Morris International Inc Holding Summary
As of 2025-03-31, Income Equity Fund held 25,805.00 shares of Philip Morris International Inc(PM), totaling $4.10 Mil. This investment constitutes 1.83% of their stock portfolio, and Income Equity Fund now holds 0% of the outstanding Philip Morris International Inc(PM) stock.
The initial trade took place in 2020Q1. And since then Income Equity Fund has made 6 purchases of PM, at an average price of $89.70, for a total of 45,170.00 shares. In addition, there have been 13 sales at an average price of $91.21 for 19,365.00 shares. Based on historical transaction data and PM's current price of $164.67, Income Equity Fund's estimated gain on his PM holdings is $1.96 Mil, reflecting a 48.47% gain to date.
Income Equity Fund PM ($164.67) Holding Chart
Income Equity Fund PM ($164.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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